Overview

I am an independent firm (RIA) with approximately $8mil under management. I am also a CFP, CDFA, Certified Family, Dependency, Circuit Civil and Appellate Mediator in the State of Florida. I am 65 years old, but not looking to retire. I have been discussing succession planning with a younger advisor, who has an independent firm much like mine.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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